Remote SJP Wealth Planning Administrator

PA / Wealth Planning Administrator (Wealth Planning)

FULLY REMOTE - SJP Partner Practice

Salary: £35,000 - £45,000 depending upon experience

About the Opportunity

Our client is a successful and growing St. James's Place Wealth Management Partner Practice known for delivering an exceptional, client-centred financial advice service. As their Practice continues to expand, they are seeking an experienced PA/Administrator to join their team.

The Role

This role suits someone who is hands-on, highly organised and comfortable balancing providing 1-1 PA support to the MD with detailed administrative work.

Key Responsibilities

• Provide high-level PA support to the Practice Principal
• Manage administration across reviews and servicing
• Communicate professionally with clients via email, phone and video
• Maintain accurate, compliant records using SJP systems
• Identify opportunities to refine processes and improve client experience
• Serve as escalation point for complex admin or service queries

About You

The ideal candidate will be an organised, confident communicator with a background within an SJP Partner Practice or a regulated financial services environment.

Essential Skills & Experience

• Proven experience in a senior wealth planning administration position within an SJP practice
• Experience with in an SJP Partner Practice
• Exceptional organisation and multitasking skills
• Excellent attention to detail
• Strong understanding of compliance, confidentiality and regulated environments
• Confident using remote working tools (Teams, Outlook, CRM systems, etc.)

Personal Qualities

• Professional and client-focused
• Calm under pressure with a solutions-driven mindset
• Proactive, reliable and able to manage competing priorities
• Process-improver who enjoys driving efficiencies

What Our Client Offers

• Fully remote working
• Fantastic and above average bonus scheme
• Professional development and access to SJP training
• Supportive, collaborative team culture